Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,666 | $76,407-66.4% | $150,298-82.9% | $82,448-68.9% |
| Participation rate | 77.8% | 66.4%+11.4pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 12.85% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,797 | $2,614-31.3% | $4,154-56.7% | $2,551-29.6% |
| Participant deferral / active EE | $3,329 | $3,214+3.6% | $5,453-39.0% | $4,139-19.6% |
| Admin fee / account holder | $3,098 | $6,352-51.2% | $14,116-78.1% | $7,234-57.2% |